Sectoral Asset Management Inc Portfolio Stock Holdings
Sectoral Asset Management Inc disclosed 77 stock positions valued at approximately $120.7 million in its latest SEC 13F filing. The largest holdings include CONTINEUM THERAPEUTICS, ELI LILLY & CO, and JOHNSON & JOHNSON. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 77
- Portfolio Value
- $120.7M
Holdings by Sector
Sectoral Asset Management Inc Portfolio Holdings in Q1 2026
68 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CONTINEUM THERAPEUTICS | CTNM | Healthcare | 7.87% | 727,587 | -73,200 | -9.14% | $9,502,286 |
| ELI LILLY & CO | LLY | Healthcare | 4.84% | 6,354 | -922 | -12.67% | $5,844,219 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.69% | 18,218 | -2,082 | -10.26% | $4,453,208 |
| GILEAD SCIENCES INC | GILD | Healthcare | 3.42% | 27,490 | +9,605 | +53.70% | $4,131,624 |
| UNITEDHEALTH GRP INC | UNH | Healthcare | 3.35% | 14,957 | +1,362 | +10.02% | $4,047,215 |
| AMGEN INC | AMGN | Healthcare | 2.91% | 9,210 | -3,860 | -29.53% | $3,514,982 |
| VERTEX PHARMA | VRTX | Healthcare | 2.86% | 7,007 | -998 | -12.47% | $3,457,113 |
| INSMED INC | INSM | Healthcare | 2.80% | 19,668 | +8,486 | +75.89% | $3,380,776 |
| ARGENX SE | ARGX | Healthcare | 2.27% | 3,564 | +670 | +23.15% | $2,736,977 |
| ABBVIE INC | ABBV | Healthcare | 2.20% | 12,200 | -4,600 | -27.38% | $2,653,378 |
| ABBOTT LABS | ABT | Healthcare | 2.18% | 25,578 | +2,080 | +8.85% | $2,626,093 |
| MERCK & CO INC | MRK | Healthcare | 2.14% | 21,480 | +80 | +0.37% | $2,583,829 |
| REGENERON PHARMCTCLS | REGN | Healthcare | 2.06% | 2,919 | -796 | -21.43% | $2,481,720 |
| INTUITIVE SURGIC INC | ISRG | Healthcare | 2.00% | 5,250 | +400 | +8.25% | $2,420,198 |
| BOSTON SCIENTIFIC | BSX | Healthcare | 1.81% | 34,780 | +7,154 | +25.90% | $2,182,445 |
| BIONTECH SE | BNTX | Healthcare | 1.69% | 22,164 | +4,946 | +28.73% | $2,045,307 |
| STRYKER CORP | SYK | Healthcare | 1.60% | 5,874 | -676 | -10.32% | $1,930,138 |
| DANAHER CORP | DHR | Healthcare | 1.51% | 9,597 | -978 | -9.25% | $1,819,591 |
| THERMO FISHER SCIENTIFIC | TMO | Healthcare | 1.43% | 3,508 | -392 | -10.05% | $1,724,287 |
| DEXCOM INC | DXCM | Healthcare | 1.21% | 23,231 | -5,469 | -19.06% | $1,458,907 |
| IQVIA HOLDINGS INC | IQV | Healthcare | 1.17% | 8,307 | +8,307 | +100.00% | $1,416,676 |
| SUMMIT THERAPEUTICS | SMMT | Healthcare | 1.16% | 69,615 | -10,010 | -12.57% | $1,399,627 |
| EDWARDS LIFESCIENCES | EW | Healthcare | 1.15% | 17,338 | +88 | +0.51% | $1,388,427 |
| BRISTOL MYERS SQUIBB | BMY | Healthcare | 1.06% | 21,150 | +21,150 | +100.00% | $1,282,748 |
| UNITED THERAPEUTICS | UTHR | Healthcare | 0.95% | 1,710 | -13 | -0.75% | $1,145,637 |
| VERA THERAPEUTICS | VERA | Healthcare | 0.90% | 25,573 | -11,285 | -30.62% | $1,084,641 |
| ARCUS BIOSCIENCES | RCUS | Healthcare | 0.86% | 45,070 | -11,875 | -20.85% | $1,035,504 |
| ROIVANT SCIENCES LTD | G76279101 | Other | 0.84% | 32,500 | -12,847 | -28.33% | $1,016,368 |
| MEDTRONIC PLC | MDT | Other | 0.80% | 11,100 | +11,100 | +100.00% | $961,815 |
| TREVI THERAPEUTICS | TRVI | Healthcare | 0.78% | 74,446 | -9,809 | -11.64% | $939,499 |
| COGENT BIOSCIENCES | COGT | Healthcare | 0.75% | 22,140 | -10,545 | -32.26% | $902,398 |
| MINERALYS THERAPEUTICS | MLYS | Healthcare | 0.74% | 31,618 | -7 | -0.02% | $895,135 |
| ALNYLAM PHARMACUETCL | ALNY | Healthcare | 0.72% | 2,310 | -680 | -22.74% | $864,232 |
| TARSUS PHARMACEUTICALS | TARS | Healthcare | 0.71% | 11,272 | -3,468 | -23.53% | $852,463 |
| RAPPORT THERAPEUTICS | RAPP | Healthcare | 0.69% | 25,421 | -13,504 | -34.69% | $835,005 |
| SYNDAX PHARMACEUTICS | SNDX | Healthcare | 0.65% | 31,680 | -29,520 | -48.24% | $787,466 |
| ARDELYX INC | ARDX | Healthcare | 0.65% | 122,394 | +122,394 | +100.00% | $781,060 |
| PFIZER INC | PFE | Healthcare | 0.64% | 27,500 | +350 | +1.29% | $772,200 |
| BOUNDLESS BIO | BOLD | Healthcare | 0.62% | 678,574 | - | - | $746,431 |
| ASCENDIS PHARMA A S | ASND | Healthcare | 0.60% | 2,800 | -454 | -13.95% | $728,276 |
| ARRIVENT BIOPHARMA | AVBP | Healthcare | 0.60% | 30,013 | -8,242 | -21.54% | $720,430 |
| STRUCTURE THERAPEUTICS | GPCR | Healthcare | 0.59% | 14,102 | -9,770 | -40.93% | $710,805 |
| BRIDGEBIO PHARMA | BBIO | Healthcare | 0.57% | 8,100 | -3,070 | -27.48% | $687,276 |
| ARS PHARMACEUTICALS | SPRY | Healthcare | 0.56% | 79,150 | +49,347 | +165.58% | $676,672 |
| BEONE MEDICINES LTD | BGNE | Healthcare | 0.52% | 1,870 | -795 | -29.83% | $631,061 |
| TECTONIC THERAPEUTIC | TECX | Healthcare | 0.52% | 19,059 | -23,196 | -54.90% | $628,215 |
| IONIS PHARMACEUTICAL | IONS | Healthcare | 0.51% | 7,200 | -1,165 | -13.93% | $617,240 |
| BIOMARIN PHARMAC | BMRN | Healthcare | 0.50% | 9,450 | -1,430 | -13.14% | $607,268 |
| KURA ONCOLOGY INC | KURA | Healthcare | 0.50% | 71,480 | +17,370 | +32.10% | $606,010 |
| PRIVIA HEALTH GROUP | PRVA | Healthcare | 0.46% | 27,136 | +1,136 | +4.37% | $558,188 |
| CYTOKINETICS INC | CYTK | Healthcare | 0.45% | 7,300 | +1,407 | +23.88% | $544,614 |
| PTC THERAPEUTICS INC | PTCT | Healthcare | 0.43% | 6,650 | -1,065 | -13.80% | $515,063 |
| ALIGNMENT HEALTH | ALHC | Healthcare | 0.39% | 26,911 | -4,589 | -14.57% | $474,172 |
| HINGE HEALTH INC | 433313103 | Other | 0.39% | 12,244 | -1,962 | -13.81% | $472,129 |
| RADNET INC | RDNT | Healthcare | 0.37% | 7,999 | -3,001 | -27.28% | $447,064 |
| ROYALTY PHARMA PLC | RPRX | Other | 0.33% | 7,200 | -1,270 | -14.99% | $393,834 |
| BIOGEN INC | BIIB | Healthcare | 0.32% | 1,850 | -305 | -14.15% | $385,910 |
| INSPIRE MED SYS INC | INSP | Healthcare | 0.31% | 7,225 | +25 | +0.35% | $372,666 |
| NEUROCRINE BIOSCIENCES | NBIX | Healthcare | 0.28% | 2,300 | -375 | -14.02% | $343,841 |
| ORIC PHARMACEUTICALS | ORIC | Healthcare | 0.28% | 23,500 | +1,020 | +4.54% | $332,651 |
| ABIVAX SA | ABVX | Healthcare | 0.25% | 2,340 | +2,340 | +100.00% | $297,861 |
| ILLUMINA INC | ILMN | Healthcare | 0.25% | 2,132 | -340 | -13.75% | $296,071 |
| AXSOME THERAPEUTIC | AXSM | Healthcare | 0.24% | 1,500 | -240 | -13.79% | $289,869 |
| INCYTE CORPORATION | INCY | Healthcare | 0.21% | 2,350 | -400 | -14.55% | $254,124 |
| MODERNA INC | MRNA | Healthcare | 0.21% | 4,350 | -655 | -13.09% | $247,904 |
| MEDPACE HOLDINGS | MEDP | Healthcare | 0.19% | 430 | +430 | +100.00% | $228,090 |
| GUARDANT HEALTH INC | GH | Healthcare | 0.17% | 1,980 | +1,980 | +100.00% | $205,523 |
| REVOLUTION MEDICINES | RVMD | Healthcare | 0.17% | 1,830 | +1,830 | +100.00% | $202,280 |